Leopold Aschenbrenner: Situational Awareness Stakes Jump 130%

Leopold Aschenbrenner Situational Awareness fund strategy delivered explosive returns after his OpenAI departure, with Q1 positions in three sub-$1B market cap names all rallying over 130% since April: $TE (T1 Energy Inc.) +140.5%, $SHAZ (SharonAI Holdings) +233.6% and $HIVE (HIVE Digital Technologies) +137.9%. The trio spans AI infrastructure themes of power, cloud and digital buildout, matching his thesis on physical bottlenecks, and each stock lifted on the 13F filing date itself.